Operations & Client Portal Software Built for Service Businesses. Meet ClientFlow.
We built ClientFlow to manage client requests, deliverables, invoicing, and sales pipelines across our own agency operations. Today, it serves both as the private client portal for MagnetIQ clients and as a standalone SaaS platform for any service business looking to run a clean, professional operation.
The Dedicated Client Portal Included for MagnetIQ Clients
When you work with MagnetIQ, you never have to search through text messages or buried email threads to find your project assets. ClientFlow gives your team a clear, organized workspace where every campaign milestone is visible in real time.
Your portal login is activated immediately upon joining, allowing you to review creative work, submit change tickets, and manage payments with complete transparency.
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Real-Time Project Tracking
Inspect progress on active web builds, SEO audits, and content rollouts as milestones move forward.
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Deliverables & Asset Vault
Download finalized brand marks, website files, ad creative, and campaign reports in one organized hub.
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Structured Revision Tickets
Submit edits or questions directly to our team with instant notifications and status tracking.
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Direct Billing & Receipts
View active service packages, pay retainers via Stripe, and download full PDF invoice histories anytime.
The Standalone SaaS Platform Built for Growing Businesses
ClientFlow was engineered specifically for service contractors, consultants, creative agencies, and professional firms that have outgrown disorganized spreadsheets and scattered communication.
Available to clients and non-clients alike, it combines client management, pipeline tracking, invoicing, and internal delegation into one fast, unified interface.
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Branded Client Portals
Provide your own customers with a polished, modern portal to review work, approve deliverables, and communicate.
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Automated Retainers & Invoicing
Accept credit cards and ACH payments through integrated Stripe checkout, with automated recurring billing and payment logs.
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Sales Pipeline & Lead Intake
Capture customer leads with custom intake forms and move deals through customizable pipeline stages from consultation to close.
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Team Delegation & Workspaces
Assign tasks, track due dates, and collaborate with internal staff or external contractors without confusing permission layers.
Ready to streamline your client operations?
Test the platform live right now with our interactive demo, or visit the main ClientFlow website to learn more about plans and features.